Cause IQ vendor profile

Putnam Retail Management


Putnam Retail Management is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California, Florida, and New York (although they are present in other states as well).

Most Putnam Retail Management clients are child and youth services, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $14 million to $46 million.

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
49
Avg client size:
$36 mil revenue
Median client size:
$22 mil revenue

Putnam Retail Management client list

  Name Type Location
1 Summer Search 501(c)(3) Oakland, CA
2 Common Cause Education Fund 501(c)(3) Washington, DC
3 ALS Association (ALS) 501(c)(3) Arlington, VA
4 Global Associations of Risk Proffesionals (GARP) 501(c)(6) Jersey City, NJ
5 Korean Community Services 501(c)(3) Anaheim, CA
6 Teach Plus 501(c)(3) Boston, MA
7 National Domestic Workers Alliance (NDWA) 501(c)(3) New York, NY
8 Early Learning Indiana (ELI) 501(c)(3) Indianapolis, IN
9 Us National Whitewater Center 501(c)(3) Charlotte, NC
10 The Children's Museum of Houston 501(c)(3) Houston, TX
... and 39 more Putnam Retail Management not-for-profit tax-exempt clients identified by Cause IQ

Putnam Retail Management competitors

Competitors to Putnam Retail Management in the nonprofit sector include Empower Retirement Advisory Service, MFS Variable Insurance Trust Iii, Merrill Lynch, Capital Group Retirement Plan Services, Matrix Trust Company, Blackrock Advisors, LLC, Capital Research and Management, Vanguard Funds, U.s. Bank National Association, and Alerus Financial, N.a..

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